Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.83B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$242M
3
+$70.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$31.7M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$29M

Top Sells

1
+$26.7M
2
+$19.8M
3
+$18.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.7M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$13.3M

Sector Composition

1 Technology 12.77%
2 Healthcare 4.02%
3 Consumer Discretionary 3.79%
4 Financials 3.54%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.2M 0.09%
105,958
+47,180
127
$11.9M 0.08%
39,016
-3,859
128
$11.9M 0.08%
88,660
+39,460
129
$11.8M 0.08%
78,806
-7,178
130
$11.8M 0.08%
189,301
+41,704
131
$11.5M 0.08%
138,122
+26,073
132
$11.4M 0.08%
223,637
+41,839
133
$11.4M 0.08%
178,400
+9,160
134
$11.1M 0.08%
175,320
+5,919
135
$11M 0.08%
21,024
+1,635
136
$10.7M 0.08%
309,135
-4,490
137
$10.6M 0.08%
317,497
+12,908
138
$10.4M 0.07%
52,454
+11,433
139
$10.3M 0.07%
54,906
+17,376
140
$9.65M 0.07%
148,470
+175
141
$9.63M 0.07%
119,046
+105,068
142
$9.6M 0.07%
159,371
+35,151
143
$9.5M 0.07%
20,723
+2,086
144
$9.43M 0.07%
79,166
+2,571
145
$9.37M 0.07%
492,626
+36,093
146
$9.25M 0.07%
536,745
+16,965
147
$9.17M 0.07%
88,846
148
$9M 0.06%
121,364
-3,169
149
$8.91M 0.06%
64,836
+3,583
150
$8.82M 0.06%
104,062
-15,503
4 5
6
7 8